Manage Repeat Payments
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Overview
The Manage Repeat Payments page allows you to view your current and expired repeat paymentsall the Repeat Payments agreements you have with your customers.
You can filter the table using a range of variables from the table and create new repeat payments directly from the pageto locate specific Repeat Payments. Each repeat payment can also be viewed in greater detail to give an in-depth overview of the its payments.
Navigation
The Manage Repeat Payments page is under the Customer Centre and Repeat Payments sub-heading.
How does it work?
The Manage Repeat Payments Manager page displays a table list of all of your currently active and expired the repeat payments that you have been created.
The table gives you displays the following details:
Date/Time (of the creation of the Repeat Payment), Customer Name, Card, Order reference, Amount per Payment, Frequency and the Number of Payments.
Each payment Repeat Payment can be expanded by selecting ‘Action’“Action” or the arrow at the beginning of the line. This will give an in-depth breakdown of all the payments that have occurred throughout the repeat payment timeframe. display all its processed and scheduled payments and their respective statuses.
The expanded view will also allow a receipt to be generated for the payment. By providing a preview of the receipt and giving also reveals the transaction receipt for the Repeat Payment creation, a “Cancel” button, and the confirmation email sent to the customer that details the payment schedule.
Both the receipt and the confirmation email have the option to print or send via email to the customer.
Manage Repeat Payments
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The table can also be filtered by the date and over a time period to display all the repeat payments that have been created within the specified time frame. |
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You can also use the search filter to search by To filter by the customer name, email and reference by specifying the value you wish to search within the dropdown box. |
Create New
You can also create a new repeat payment directly from the manage repeats payment page. Selecting the Create New button will take you to the ‘Create Repeat Payment’ page. From here, you will be required to choose the MID for the payment, the full name of the customer, the email and add an option reference.
The next step is to select the schedule type: This can either be a Fixed or Variable schedule.
Fixed
Variable
Will take the payment across the set frequency for every payment within the schedule.
Will take the payment at a varying frequency set at each date and amount field you choose.
The next stage is to enter the customer's card details you wish to set the repeat payment up for. The card number, the expiry date, the CVV, and finally, the name on the card.
Optionally you can then add the customer's address and postal code.
After completing these fields, you select ‘Create’, and the Repeat Payment will begin and appear on the Repeat Payments Manager page.or reference, select the search type you want from the dropdown and then enter the search value |